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About the Role
This position is a mix of hands-on accounting, client communication, and project coordination. The Onboarding Accountant will meet with new clients, review their existing books and accounting setup, identify what needs to be cleaned up or completed, and work with our offshore accounting team to get the account ready for ongoing service. This role is best suited for an accountant who enjoys the setup and problem-solving side of accounting. Every new client is different, so we need someone who can quickly understand a client's books, determine what needs attention, communicate clearly with the client and team, and get the account into good shape for ongoing service. The right person will be comfortable working independently, following up when something is missing, and taking an onboarding assignment from the initial accounting review through the final handoff to the accounting team. We are looking for someone who is comfortable stepping into a new set of books, figuring out what is going on, asking the right questions, and moving the work forward.
Responsibilities
- Lead accounting onboarding calls with new clients and gather the information needed to begin work.
- Review QuickBooks and prior accounting records to understand the current condition of the books.
- Review balance sheet accounts, reconciliations, prior-period activity, and outstanding accounting items.
- Identify cleanup work, missing information, or issues that should be addressed before ongoing bookkeeping begins.
- Work with clients to obtain bank, credit card, payroll, POS, AP, and other accounting system access as needed.
- Coordinate bookkeeping and cleanup assignments with our offshore accounting team.
- Provide the offshore team with clear instructions and supporting information needed to complete the work.
- Review completed bookkeeping and cleanup work and make sure the books are accurate before the client moves to the operations accounting team.
- Follow up directly with clients on outstanding accounting questions, documents, and access.
- Keep onboarding assignments moving and communicate internally when client delays or accounting issues are holding up the process.
- Understand the services included in the client's engagement and identify when requests or accounting needs fall outside of the agreed scope.
- Document important client-specific accounting procedures, reporting requirements, and recurring items for the team taking over the account.
- Work with the Partner/PIC, onboarding team, and accounting team to ensure a smooth handoff once onboarding is complete.
Requirements
- Bachelor's or master's degree in accounting, Finance, or a related field.
- Minimum of 2-3 years of accounting/bookkeeping experience, with proficiency in QuickBooks.
- Experience reviewing and cleaning up accounting records.
- Strong understanding of bank and credit card reconciliations, balance sheet accounts, journal entries, month-end close, and financial reporting.
- Comfortable communicating directly with business owners and client accounting contacts.
- Able to review another accountant's work and identify errors or incomplete items.
- Strong organizational and follow-up skills with the ability to manage several new client assignments at the same time.
- Strong multitasking abilities, effectively managing multiple projects and priorities simultaneously.
Skills
- QuickBooks proficiency
- Accounting record review and cleanup
- Bank and credit card reconciliations
- Balance sheet accounts
- Journal entries
- Month-end close
- Financial reporting
- Client communication
- Project coordination
- Problem-solving
- Independent work
- Follow-up
- Organizational skills
- Multitasking
Location
- Islandia, New York
- New York City
- St. Petersburg, Florida
Work Type
- Full-time
Experience Level
- 2-3 years accounting/bookkeeping experience
Education Level
- Bachelor's or master's degree in accounting, Finance, or a related field
- CPA license preferred
- CPA or CPA candidate is a plus
Benefits
- Near-100% Employer-Paid Medical Premiums
- Dental and vision options
- 401(k) Retirement Plan with employer matching
- Ancillary Insurance Options
- Immediate PTO Accrual
- 8 Company-Paid Holidays
- Summer Hours Program
- Tax Season Meals
- Summer Lunch-and-Learns
- Onsite Continuing Education
- Casual Dress Code
- Structured Mentor Program
- Employee Volunteer Program (additional paid time off)
- Engaging Team-Building Events
About the Company
- SMG ABA LLC is an accounting firm with a unique team spirit and a set of core values.
- Seven-time Inc. 5000 company.
- Headquarters in Islandia, New York, with additional offices in New York City and St. Petersburg, Florida.
- Fosters a supportive atmosphere where hard work is encouraged, and achievements are celebrated.